SMCI vs V: Which Is the Better Buy?
Side-by-side comparison of Super Micro Computer, Inc. and Visa Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
VS
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
V has more upside to fair value
(+25.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
SMCI |
V |
| Current Price |
$43.26 |
$368.29 |
| Fair Value Estimate |
$41.44 |
$463.00 |
| Upside to Fair Value |
-4.2%
|
+25.7%
|
| Market Cap |
$28.0B |
$687.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
8.9x
|
24.0x
|
| Price / Sales |
0.7x
|
15.5x
|
| Price / FCF |
—
|
33.5x
|
| Revenue Growth YoY |
+93.2%
|
+14.4%
|
| Gross Margin |
10.8%
|
80.2%
|
| Operating Margin |
7.1%
|
60.7%
|
| Return on Equity |
25.1%
|
61.3%
|
| Dividend Yield |
0% |
0.73% |
| FCF Yield |
—
|
2.98%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
| Metric |
SMCI |
V |
| Zone Low |
$31.08 |
$347.25 |
| Zone High |
$35.22 |
$393.55 |
| In Buy Zone? |
No
|
Yes
|